ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,040 | -9.7% | 63,647 | -4.9% | 0.04% | -10.2% |
| Q2 2023 | $8,902 | +8.8% | 66,906 | +8.3% | 0.05% | -15.5% |
| Q1 2023 | $8,185 | +2.9% | 61,762 | -3.1% | 0.06% | +11.5% |
| Q4 2022 | $7,952 | -100.0% | 63,737 | -59.1% | 0.05% | -59.4% |
| Q3 2022 | $16,835,000 | +149.9% | 155,652 | +172.0% | 0.13% | +151.0% |
| Q2 2022 | $6,737,000 | +1231.4% | 57,222 | +1592.5% | 0.05% | +1175.0% |
| Q1 2022 | $506,000 | -17.2% | 3,381 | -22.4% | 0.00% | 0.0% |
| Q4 2021 | $611,000 | +37.9% | 4,358 | +22.7% | 0.00% | 0.0% |
| Q3 2021 | $443,000 | -11.8% | 3,553 | -19.7% | 0.00% | -20.0% |
| Q4 2020 | $502,000 | +136.8% | 4,425 | +105.0% | 0.01% | +25.0% |
| Q3 2018 | $212,000 | -75.0% | 2,159 | -75.5% | 0.00% | -77.8% |
| Q1 2018 | $848,000 | +19.6% | 8,830 | +27.2% | 0.02% | +38.5% |
| Q4 2017 | $709,000 | +183.6% | 6,942 | +166.3% | 0.01% | +160.0% |
| Q3 2017 | $250,000 | -68.0% | 2,607 | -70.2% | 0.01% | -66.7% |
| Q2 2017 | $781,000 | – | 8,741 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GRIMES & COMPANY, INC. | 135,988 | $13,384,000 | 1.07% |
| Pathway Financial Advisors LLC | 19,982 | $1,731,000 | 0.96% |
| CEDAR CAPITAL, LLC | 24,643 | $2,425,000 | 0.94% |
| COMMERCE BANK | 639,193 | $62,909,000 | 0.75% |
| Conservest Capital Advisors, Inc. | 32,543 | $3,203,000 | 0.47% |
| Madden Advisory Services, Inc. | 7,630 | $750,000 | 0.45% |
| Cranbrook Wealth Management, LLC | 11,904 | $1,172,000 | 0.41% |
| ROBERTS GLORE & CO INC /IL/ | 5,809 | $572,000 | 0.33% |
| CHARTIST INC /CA/ | 6,453 | $635,114,000 | 0.28% |
| United Asset Strategies, Inc. | 11,044 | $1,087,000 | 0.26% |